商务部副部长盛秋平4月27日在国新办新闻发布会上表示，2024年境外旅客入境消费占我国GDP的比重 约0.5%左右，而世界主要国家入境消费占GDP的比重在1%—3%之间，入境消费增长潜力巨大。离境退 税有助于降低境外旅客购物成本，是吸引和扩大重要切入点。比如按照我国的增值税水平，一般商品的 退税率达到11%，相当于额外打9折。(人民财讯) ...

以汽车以旧换新补贴为例，一方面落实国家报废更新，即"国补"。参与活动的燃油车旧车从国三及以下 扩至部分国四及以下，进一步支持老旧车辆的报废更新。另一方，实施上海置换更新，即"地补"。将混 动车也纳入置换更新购买新能源汽车的支持范围，置换更新购买符合条件的燃油车的，补贴1.3万元， 较去年增加1000元。推出上海外牌置换更新便利措施，对符合条件的外牌车辆置换更新，参照沪牌政策 给予补贴。 以新车上市为契机，上海国际车展和"五五购物节"期间，上海多个区开展形式多样的汽车促消费活动。 其中，嘉定区结合"上海汽车文化节"开展汽车促消费活动，对3月21日至5月21日购车的，可最高享受 2000元区级补贴，范围覆盖至新购二手车。"通过国补、市补、区补等叠加，推动政策效能加速释 放。"刘敏说。 入境消费方面，刘敏透露，上海市商务委也将会同有关部门进一步优化离境退税消费环境，加快布局离 境退税网点，提升商圈离境退税服务便利度，优化"即买即退"服务，让境外旅客能够更便捷享受到服 务。 持续发放餐饮消费券、出台优化上海餐饮业发展环境的若干措施、公布汽车置换更新补贴政策实施细 则......连日来，上海多措并举促消费。4月24日， ...

Core Insights - The "dual-hub" airports in Beijing, namely Capital Airport and Daxing Airport, have seen a significant increase in departure tax refund applications, with a total of 4,801 applications amounting to approximately 240 million yuan in Q1 2025, representing year-on-year growth of 122.47% and 81.64% respectively [1] Group 1: Departure Tax Refund Data - In Q1 2025, the total amount of departure tax refund applications at Beijing's "dual-hub" airports reached a record high of approximately 240 million yuan [1] - The number of departure tax refund applications increased significantly, with 4,801 applications processed [1] - The growth rates for the two airports' departure tax refund applications were 122.47% for Capital Airport and 81.64% for Daxing Airport [1] Group 2: Increase in Foreign Visitors - The implementation of the 240-hour visa-free transit policy has led to a substantial increase in the number of foreign visitors to China, with 9.215 million foreign entries recorded nationwide in Q1, a 40.2% increase compared to the same period last year [1] - Among these, 6.57 million entries were visa-free, accounting for 71.3% of total foreign entries [1] Group 3: Enhancements in Departure Tax Refund Process - Beijing Customs has collaborated with the Beijing Municipal Bureau of Culture and Tourism and Capital Airport Group to improve the departure tax refund process through various media and promotional channels [1] - Multiple departure tax refund verification points have been set up in the departure channels at Capital Airport to facilitate the process for foreign travelers [1] Group 4: Consumer Attraction Measures - A set of ten measures was introduced by Beijing Customs on January 22 to promote inbound tourism and consumption, encouraging more merchants to become departure tax refund stores [2] - The measures have successfully enhanced the attractiveness of inbound tourism consumption, fully releasing the potential for foreign travelers to shop in Beijing [2]

Group 1: Report Industry Investment Rating - Not provided in the given content Group 2: Report's Core View - On April 22, the four major stock index futures contracts showed mixed performance. IF fell 0.12%, IH rose 0.07%, IC fell 0.34%, and IM rose 0.01%. The overall trading volume of stock index futures decreased, indicating a cooling of investors' trading enthusiasm. The trend intensity of IF and IH is 1, and that of IC and IM is also 1. Trump and Bessent dominated the market's "change of face", with the US stocks soaring, Chinese concept stocks strengthening, gold diving more than 3% from its high, and the US dollar rebounding. [1][2][6] Group 3: Summary by Relevant Catalogs 1. Stock Index Futures Data Tracking - **IF Contracts**: The closing prices of IF2505, IF2506, IF2509, and IF2512 all decreased, with the largest decline of 0.32% for IF2512. The trading volume of each contract decreased, while the open interest of IF2505 and IF2512 increased, and that of IF2506 and IF2509 decreased. [1] - **IH Contracts**: The closing prices of IH2505, IH2506, and IH2509 increased slightly, while IH2512 decreased by 0.16%. The trading volume of each contract decreased, and the open interest of IH2505, IH2506, and IH2509 decreased, while that of IH2512 decreased slightly. [1] - **IC Contracts**: The closing prices of IC2505, IC2506, IC2509, and IC2512 all decreased, with the largest decline of 0.41% for IC2509 and IC2512. The trading volume of each contract decreased, and the open interest of IC2505, IC2506, and IC2509 decreased, while that of IC2512 increased. [1] - **IM Contracts**: The closing prices of IM2505 and IM2512 increased slightly, while IM2506 and IM2509 decreased slightly. The trading volume of each contract decreased, and the open interest of IM2505 and IM2509 decreased, while that of IM2506 and IM2512 increased. [1] 2. Trading Volume and Open Interest Changes - On the trading day, the total trading volume of IF decreased by 10,732 lots, IH decreased by 6,609 lots, IC decreased by 14,946 lots, and IM decreased by 19,591 lots. The total open interest of IF decreased by 2,709 lots, IH decreased by 2,351 lots, IC decreased by 3,718 lots, and IM decreased by 3,370 lots. [2] 3. Top 20 Member Positions Changes - For IF contracts, the long positions of IF2505 increased by 1,052 lots, but the net change was -1,672 lots; the short positions increased by 568 lots, and the net change was -2,545 lots. For other contracts, some data were not announced. [5] - For IH contracts, the long positions of IH2505 decreased by 377 lots, and the net change was -1,286 lots; the short positions decreased by 360 lots. For other contracts, some data were not announced. [5] - For IC contracts, the long positions of IC2505 decreased by 1,236 lots, and the short positions decreased by 1,076 lots. For IC2506, the net change of long positions was -4,357 lots, and the net change of short positions was -5,283 lots. For other contracts, some data were not announced. [5] - For IM contracts, the long positions of IM2505 increased by 193 lots, and the short positions decreased by 137 lots. For IM2506, the net change of long positions was -1,578 lots, and the net change of short positions was -3,033 lots. For other contracts, some data were not announced. [5] 4. A-Share Market Performance - The Shanghai Composite Index rose 0.25% to close at 3,299.76 points, while the Shenzhen Component Index fell 0.36%, the ChiNext Index fell 0.82%, the Northbound 50 Index fell 0.64%, the Science and Technology Innovation 50 Index fell 0.31%, the Wind All A Index fell 0.05%, the Wind A500 Index fell 0.09%, and the CSI A500 Index fell 0.18%. The trading volume of A-shares was 1.12 trillion yuan, compared with 1.07 trillion yuan the previous day. The large and small-cap indexes were differentiated, with the Shanghai Composite Index regaining the 3,300-point mark during the session. The unified large market concept led the rise, while the ChiNext Index performed poorly and technology stocks were dull. [7]

4月22日，大盘走势分化，沪指午后冲高回落，创业板指则陷入调整。 近期行业政策密集发布，离境退税、跨境支付概念在不断利好加持下涌现活跃资金。 1.两市主力资金净流出超200亿元 今日沪深两市主力资金开盘净流出121.92亿元，尾盘净流出14.21亿元，两市全天主力资金净流出205.98亿元。 | | | 沪深两市最近五个交易日主力资金流向情况 (亿元) | | | | --- | --- | --- | --- | --- | | 日期 | 净流入金额 | 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-4-22 | -205.98 | -121.92 | -14.21 | -68.05 | | 2025-4-21 | 148.97 | 8.57 | 33.25 | 134.59 | | 2025-4-18 | -140.17 | -102.52 | 8.92 | -20.98 | | 2025-4-17 | -30.91 | -2.37 | -21.31 | 43.44 | | 2025-4-16 | -347.09 | -89.76 | -8.77 | -139.22 | 2.沪深300主 ...

Core Viewpoint - Shenzhen has expanded its duty-free shopping network with over 400 stores now offering immediate tax refunds for international travelers [1] Group 1: Duty-Free Shopping Expansion - The Shenzhen Municipal Bureau of Commerce and the State Taxation Administration of Shenzhen have jointly released the ninth batch of duty-free store listings [1] - The stores cover various sectors including electronics, fashion apparel, and home products [1] - The immediate tax refund service allows international travelers to receive a refund in RMB equivalent to the tax amount at the point of purchase after signing an agreement and processing a credit card pre-authorization [1]

离境退税2.0版本"即买即退"举措正式推向全国！ 4月8日，国家税务总局官网发布《关于推广境外旅客购物离境退税"即买即退"服务措施的公告》，对离境退税"即买即退"的主要内容、办理流程和施行时 间作出明确规定，将该项服务措施从多地试点推广至全国，为境外旅客提供更加便捷、多样化的退税选择。 据悉，离境退税"即买即退"此前已在上海、北京、广东、四川、浙江、深圳等地开展试点。日前，深圳市商务局、国家税务总局深圳市税务局联合发布深 圳第九批离境退税商店名单，截至目前，深圳全市离境退税商店已超400家。 "即买即退"究竟如何操作，有何便利？证券时报记者实探了解到，离境退税"即买即退"措施针对在中国大陆境内购物的境外旅客，其在境内符合条件的商 店购物之后，可前往指定服务点办理退税并现场领取退税款，随后在指定的时间内前往出境口岸海关处办理相关查验手续，即可完成退税整个流程。 "即买即退"现场提现参与品牌多为高端奢侈品 深圳市商务局官方平台显示，深圳万象城被授予深圳市首个"即买即退"便利退税服务试点项目。记者来到深圳罗湖万象城走访发现，该购物中心内，包括 爱马仕、DIOR等在内的多家品牌专卖店都在"即买即退"之列。深圳万象城官 ...

The provided content does not contain any specific quantitative models or factors, nor does it include their construction processes, formulas, evaluations, or backtesting results. The documents primarily focus on market performance, sector and concept index movements, market sentiment, capital flows, ETF premiums/discounts, block trading discounts, and institutional activities. These are descriptive analyses and statistics rather than detailed quantitative models or factor-based methodologies.

2、 《 一季度乳制品市场最新洞察 》摘要 1 、 《 "即买即退"推广至全国，离境退税便利升级 》摘要 ■ 尽管乳制品产量同比下降，但奶价开始趋稳，行业逐步进入筑底阶段，市场逐渐活跃，新兴品类逐 步兴起，预示着行业有望走出低谷。 ■ 2025年1-2月乳品进口量和进口额均同比增长，尤其是奶油、奶酪等B端原辅料的进口大幅上升，显 示出烘焙、新茶饮等行业的强劲需求。 ■ 随着奶价趋稳和消费回暖，乳制品市场有望在2025年实现增长，特别是健康、低脂和功能性乳制品 的需求将增加。 ■ B端原辅料的进口增长表明乳制品生产将更加依赖国际供应链，尤其是奶油、奶酪等高端原料的需 求持续上升。 3、 《 航空物流，至暗时刻将至？ 》摘要 ■ 2025年4月2日，美国宣布取消针对来自中国的低价值包裹的免税待遇（即"小包免税"政策），该政 策自5月2日起生效。 ■ 国家税务总局宣布将离境退税"即买即退"服务从试点推广至全国。这一政策意味着境外游客在全国 范围内可在购物时立即获得退税款，并可用于在国内的消费，极大提升了购物体验和便利性。 ■ 此前，"即买即退"服务已在上海、北京、广东、四川、浙江等地进行试点，并在2023年9月15 ...

盘面上，大消费、大金融走强，离境退税、统一大市场概念股活跃，黄金、银行、港口航运等板块涨 幅居前；可控核聚变、算力、工业母机、通用设备等板块走弱。全市场超4300只个股下跌。 具体来看，银行板块走强，农业银行、建设银行、上海银行齐创历史新高，苏州银行、光大银行、中 信银行等涨幅居前。 2025.04. 16 作者 | 一财资讯 4月16日，A股市场全天探底回升，沪指尾盘翻红。截至收盘，沪指涨0.26%，深证成指跌0.85%，创 业板指跌1.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | S | 3276.00 | 8.34 | 0.26% | | 399001 | 深证成指 | mm m | 9774.73 | -83.37 | -0.85% | | 399006 | 创业板指 | Lum 3 | 1907.11 | -23.29 | -1.21% | 东方证券： 经济数据表现强势，基本面修复有所延续。科技突破引领民间投资，突出新质生产力优 势。短期外部扰动持续，内需发 ...